Articles on: Workspace, Teams & Members

How to Organize Members by Team in Calilio?

To organize members by team in Calilio, open Settings, then Teams, and click the team you want. The team's own page lists everyone in it with their email, assigned numbers, and status. Click Add Member to put another workspace member in that team.


Step 1: Open the team


  • Click Settings, then Teams under WORKSPACE.
  • Click the team you want to work on, anywhere on its row.
  • The USERS column shows the members already grouped into each team.

Click the row of the team you want to open.


Step 2: Read who is in the team


  • The count above the table is how many members the team holds.
  • NAME and EMAIL identify the team member, and STATUS shows whether their account is active.
  • NUMBERS lists the business numbers assigned to them, and reads a dash when they have none.

The team's own page lists every member in it.


Step 3: Click Add Member


  • Add Member sits at the top right of the team's page.
  • It opens a dialog that asks for one member at a time.

Click Add Member at the top right of the team's page.


Step 4: Choose the member


  • Open the Member list and click the person you want in this team.
  • The list holds the members of your workspace, so invite anyone who is missing before you add them to a team.
  • Click Add Member to put them in the team, or Cancel to close the dialog and change nothing.

Choose the workspace member to put in this team.


Expected result


  • The member appears in the team's table, and the count above it goes up by one.
  • The team's USERS column on the Teams list shows them as well.


How do I find one member in a large team?


Use the Search box above the table on the team's page. The Teams list has a search box of its own, which finds a team by name rather than a member.

Search the team by member name.


How do I take a member out of a team?


Open the team, then open the menu at the end of that member's row. The menu holds one option, Delete, and it is the only control on the row. Taking someone out of a team is a different job from taking them out of the workspace, and the steps for that are in How to remove a team member from a Calilio workspace.

The menu at the end of a member's row holds one option.


Where else do teams appear in Calilio?


  • Your teams appear in the YOUR TEAMS group in the sidebar.
  • Member Report under Analytics carries a TEAM column, so you can read a member's calls beside the team they belong to.
  • The Members page under Settings shows roles rather than teams, so the team a person belongs to is read on a team's own page or in Member Report.


Which Calilio plans include Teams?


The Premium and Enterprise plans include Teams. The Standard plan does not. The full comparison is in Plan-wise feature restrictions in Calilio.



Contact Calilio support


If a member you added is missing from the team, contact our support team with your workspace name, the team name, and the email address of the member involved.


For your security, do not share passwords or payment card details.




References




How to create teams in Calilio

click here

How to invite team members to a Calilio workspace

click here

How to remove a team member from a Calilio workspace

click here

How to assign a number to a new member

click here

How Member Report and Number Report work in Calilio

click here

Updated on: 28/10/2026

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